Expert HubSpot Onboarding
A Solutions Partner for 8 years, we exclusively work with HubSpot. We create a powerful first experience and make the most of all the HubSpot tools.
We build your customizations from a blueprint that identifies key approaches used by others in your industry. This cuts down the learning curve and allows you to implement best practices quickly. Here's an example of our process with Marketing Pro.
Phase 1 is all about getting the tools you've purchased from HubSpot operational and identifying the unique customizations you need. This phase begins with our kick-off call and ends when all the setup tasks have been completed.
What we cover:
We'll guide you through each item, ensuring you understand how to use the tools and that we're set up for success in future phases.
Length: 1 week
Lead management is all about ensuring your CRM is tied into the Hubs you're using.
This phase includes:
At the end of the phase, we'll have HubSpot set up to accept, manage, and segment your leads.
Length: 2 weeks
Phase 3 is all about taking your team's manual actions and automating them in HubSpot.
Process Automation includes:
The goal is to let HubSpot do the heavy lifting for you.
Length: 2 weeks
Reporting and Orientation
In Phase 4, we'll focus on getting the most out of each tool and ensuring your entire team understands how to use them. This phase begins whenever you're ready to get the entire team using HubSpot to its fullest.
This phase covers:
Length: 1 week
Phase 1 is all about getting the tools you've purchased from HubSpot operational and identifying the unique customizations you need. This phase begins with our kick-off call and ends when all the setup tasks have been completed.
What we cover:
We'll guide you through each item, ensuring you understand how to use the tools and that we're set up for success in future phases.
Length: 1 week
Lead management is all about ensuring your CRM is tied into the Hubs you're using.
This phase includes:
At the end of the phase, we'll have HubSpot set up to accept, manage, and segment your leads.
Length: 2 weeks
Phase 3 is all about taking your team's manual actions and automating them in HubSpot.
Process Automation includes:
The goal is to let HubSpot do the heavy lifting for you.
Length: 2 weeks
Reporting and Orientation
In Phase 4, we'll focus on getting the most out of each tool and ensuring your entire team understands how to use them. This phase begins whenever you're ready to get the entire team using HubSpot to its fullest.
This phase covers:
Length: 1 week
Using our Franchise Blueprint for HubSpot you'll onboard more quickly and put franchise best practices to work.
HubSpot Blueprint for Franchises:
Learn about our other blueprints for
Get the full benefit
About Your Call: We'll be excited to hear about your goals. We'll be straightforward about the best ways to implement your new HubSpot tools and how you can create the greatest internal benefit and external impact.
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